Stock & Real Estate

Appreciated Stocks or Securities

In most instances, highly appreciated assets such as securities or real estate are deductible at their current fair market value. Gifts of stock or other appreciated property offer two‐fold tax savings. Donors pay no capital gains on the increased value of the appreciated property and receive an income tax deduction for the full market value at the time of the gift. To insure accurate processing, please contact our Development Office for a transfer form and other information.

Real Estate (either outright or irrevocable)

Real property, either in entirety or in part, can be deeded to the Day Home. Acceptance of such gifts must be approved by the board of directors. Another option to homeowners is to deed over a property during the donor’s lifetime, continue to reside in the home, and enjoy a sizable income tax deduction for making the gift. The property would transfer to Saint Vincent’s upon the death of the donor. We can also accept real estate. Please call us at (510) 832-8324 to discuss your options.